Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$691K Buy
2025
Q2
$259K Buy
2025
Q1
$181K Sell
2024
Q4
$201K Sell
2024
Q3
$256K Buy
2024
Q2
$207K Buy
2024
Q1
$169K Sell
2023
Q4
$167K Buy
2023
Q3
$147K Buy
2023
Q2
$102K Buy
2023
Q1
$69.9K Buy
2022
Q4
$69.4K Buy
2022
Q3
$52K Sell
2022
Q2
$141K Buy
2022
Q1
$83K Sell
2021
Q4
$148K Buy
2021
Q3
$85K Sell
2021
Q2
$100K Buy